BIV vs. MINT - ETF Comparison
BIV - Vanguard Intermediate-Term Bond ETF
The Vanguard Intermediate-Term Bond ETF (BIV) provides exposure to investment-grade U.S. debt with maturities between five and ten years, offering a targeted approach to fixed income investing. The fund's diversified portfolio includes Treasuries, corporate debt, and agency securities, with a focus on minimizing risk and maximizing returns. With a low expense ratio and commission-free trading in Vanguard accounts, BIV is a cost-efficient tool for fine-tuning the effective duration of a fixed income portfolio.
MINT - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
The PIMCO Enhanced Short Maturity Active Exchange-Traded Fund is an actively managed bond ETF that focuses on investment-grade, short-term corporate debt with maturities within one year. It provides a low-risk, low-return investment option for investors seeking a safe haven in volatile markets.
| BIV | MINT | |
|---|---|---|
| Fund Name | Vanguard Intermediate-Term Bond ETF | PIMCO Enhanced Short Maturity Active Exchange-Traded Fund |
| Fund Provider | Vanguard | Allianz Investment Management LLC |
| Index | Bloomberg US Government/Credit - Float Adjusted (5-10 Y) | Active (No Index) |
| Asset Class | Bonds | Bonds |
| Listing | US-listed | US-listed |
| Expense Ratio | 0.04% | 0.35% |
| Inception Date | 2007-04-03 | 2009-11-16 |
| Number Of Holdings | 2261 | 707 |
| Currency | USD | USD |
| Region | United States | United States |
| Sector | Financials | Financials |
| Bond Type | Broad Market | Broad Market |
| Leveraged | Non-leveraged | Non-leveraged |
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Key Metrics
Performance Metrics
Risk Metrics
Detailed Returns
Benchmark Comparison
Key Metrics
Performance Metrics
Risk Metrics
Detailed Returns
Benchmark Comparison
Performance Analysis
The performance analysis examines historical data to assess the returns of the investment strategy, including key metrics such as Cumulative returns, End of Year (EoY) returns, and risk-adjusted returns like the Sharpe ratio or the Sortino ratio.
Cumulative Returns
End of Year Returns Table
End of Year Returns
Risk Analysis
The risk analysis refers to an assessment of potential negative events that could lead to a loss of capital. Conducting a risk analysis can help in deciding whether an investment should be made. This is done using risk metrics such as drawdowns, volatility and beta which reflect stakeholders' confidence in the consistency of an investment strategy.
Drawdowns
Drawdowns Table
Monte Carlo Simulation
The Monte Carlo simulation is a statistical method used to forecast portfolio returns by generating a wide range of potential outcomes through random sampling from historical asset price data. It helps investors assess the potential risk and return of a portfolio under various market conditions. The simulation takes into account the initial investment and optionally simulates cash flow scenarios like fixed contributions, fixed withdrawals, or percentage withdrawals.
IMPORTANT: The forecast generated through Monte Carlo simulations is purely hypothetical and does not guarantee future returns. Investment decisions should be made with consideration of various factors, and past performance is not indicative of future results.